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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,225 | $61,787-68.9% | $97,197-80.2% | $80,925-76.2% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.7%-7.3pp | 67.7%-2.3pp |
| Annual return | 12.38% | -558.16%+570.5pp | 75.47%-63.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,564 | $1,836-14.8% | $2,723-42.6% | $2,756-43.2% |
| Participant deferral / active EE | $3,046 | $3,027+0.6% | $4,263-28.6% | $4,299-29.1% |
| Admin fee / account holder | $1,927 | $5,170-62.7% | $5,637-65.8% | $6,940-72.2% |